Meet Doug
Doug is a Wealth Advisor based in Ann Arbor, Michigan. He joined Mercer Advisors in 2022 through the acquisition of Vintage Financial Services, LLC, where he was a Sr. Financial Planner. Prior, Doug worked with MassMutual and Merrill Lynch. He graduated from the University of Pennsylvania with a degree in philosophy, politics, and economics, and furthered his education at the American College of Financial Services and the University of Chicago’s Booth Executive Education Program. Doug is a CERTIFIED FINANCIAL PLANNER® Professional and holds the Chartered Financial Consultant®, Certified Investment Management Analyst®, and Retirement Management Advisor® certifications.
Doug’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Doug has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Guiding higher education professionals in maximizing benefits and preparing for retirement
- Aligning portfolios with purpose for clients pursuing values-based investing
- Evaluating voluntary retirement programs with strategies that turn offers into opportunities
His working style
If you are looking for an advisor that seeks to help clients maximize the human experience, Doug is a great fit for you. Doug is known for combining his analytical skills and emotional intelligence to serve his clients.
Doug in real life
What keeps you busy outside of work?
The thing that keeps me busy outside of work is trying. Trying to be a good dad, a good friend, and family member. Trying to enjoy life. And, of course, trying to find the perfect cup of tea.
Why do you like working at Mercer Advisors?
I like working at Mercer Advisors because of how smart we are as a collective. Knowing that there are so many smart and helpful specialists around makes it that much easier to be excellent for my clients.
Any words you try to live by?
“The obstacle is the way.” I try to give thanks for the challenges in life and for the opportunity to grow.
Meet Doug’s Teammates
Debbie Krone
Wealth Advisor
What Doug Says
I truly enjoy collaborating with Debbie — her CPA expertise brings depth to our planning conversations, and her sharp insights always elevate our work. Even though she cheers for the Spartans, her team spirit and dedication make her an invaluable part of ours.
Tammy Wakevainen
Wealth Advisor
What Doug Says
Working with Tammy is a real joy — her CPA background and sharp analytical mind make her an incredible planning partner. Plus, we both geek-out over financial planning journal articles!
Michael Stros
Wealth Advisor
What Doug Says
Michael is a great thought partner when it comes to tackling tough planning challenges. Our conversations often bounce between complex financial strategies and all things sports, which makes every meeting both productive and fun.
Jack McCloskey
Sr. Wealth Advisor, Sr. Director
What Doug Says
Working with Jack has been one of the most rewarding parts of my career — he’s the reason I joined Mercer Advisors and continues to be a source of inspiration. His integrity, wisdom, and leadership in the financial planning world are qualities I deeply admire.
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